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Samalin Investment Counsel’s Humana HUM Stock Holding History

Samalin Investment Counsel’s Portfolio HUM Stock Details HUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,274
Closed -$404K – 313
2024
Q3 		$404K Buy
1,274
+107
+9% +$38.1K 0.18% 189
2024
Q2 		$436K Buy
1,167
+136
+13% +$45.9K 0.2% 165
2024
Q1 		$357K Sell
1,031
-2
-0.2% -$758 0.17% 194
2023
Q4 		$473K Buy
1,033
+65
+7% +$32K 0.24% 140
2023
Q3 		$471K Buy
968
+53
+6% +$24.9K 0.27% 111
2023
Q2 		$409K Buy
915
+41
+5% +$20.6K 0.22% 130
2023
Q1 		$424K Sell
874
-15
-2% -$7.42K 0.26% 117
2022
Q4 		$455K Buy
889
+15
+2% +$7.88K 0.29% 106
2022
Q3 		$424K Sell
874
-29
-3% -$14.1K 0.31% 99
2022
Q2 		$422K Sell
903
-64
-7% -$28.5K 0.3% 104
2022
Q1 		$421K Sell
967
-4
-0.4% -$1.67K 0.26% 121
2021
Q4 		$450K Buy
971
+66
+7% +$29.2K 0.27% 110
2021
Q3 		$352K Buy
905
+110
+14% +$46.7K 0.23% 148
2021
Q2 		$352K Buy
795
+83
+12% +$36.3K 0.23% 155
2021
Q1 		$298K Buy
712
+19
+3% +$7.58K 0.2% 164
2020
Q4 		$285K Hold
693
– – 0.21% 160
2020
Q3 		$287K Hold
693
– – 0.26% 129
2020
Q2 		$268K Sell
693
-558
-45% -$209K 0.28% 117
2020
Q1 		$392K Sell
1,251
-112
-8% -$37.8K 0.52% 59
2019
Q4 		$499K Buy
+1,363
New +$432K 0.42% 60

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return